Be in the know. 15 key reads for Monday…

  1. China Boosts Index Investments in Latest Bid to Revive Market (bloomberg)
  2. Building-Products Distributor QXO Launching Hostile Bid for Beacon (wsj)
  3. Why America is in an alcohol recession (thehustle)
  4. Chinese AI applications now have bigger aims — they’re looking beyond chatbots (cnbc)
  5. China’s central bank conducts 14-day reverse repos ‘to inject liquidity into the market and boost confidence’ (globaltimes)
  6. Tom Brady and His Watch Are Both Modern Sports Icons (gq)
  7. Lamborghini Revuelto vs. McLaren 750S: Which Supercar Is Best? — Performance Car of the Year 2025 (roadandtrack)
  8. The BoJ’s Dangerous Confidence (gavekal)
  9. Bryson DeChambeau’s LIV Golf wealth fueling ‘mega-project’ (golf)
  10. ‘I got better at life’: Why Joel Dahmen trained with a Navy Seal (golf)
  11. Diageo Doesn’t Intend to Sell Guinness, Moet Hennessy Stake (bloomberg)
  12. Trump vs Powell: Who will drive the stock market as the Fed holds its first meeting of the year? (marketwatch)
  13. This Wegovy user spent $5,000 on a new wardrobe after losing 80 pounds — and she’s not alone (marketwatch)
  14. This Trend Could Spell Trouble for Bank Stocks (barrons)
  15. Germany’s Economic Model Is Broken, and No One Has a Plan B (wsj)

Be in the know. 13 key reads for Sunday…

  1. So Much for Tariffs? Businesses Could Avoid Paying $250 Billion in Levies, Goldman Sachs Says. (barrons)
  2. Investors Bet Trump Will Make Europe Investable Again (wsj)
  3. Trump Tries to Forge ‘Golden Age’ Economy of Self-Reliance and Defiance (wsj)
  4. Business elites truly believe Trump could be on the verge of solving one of the world’s most difficult problems: The Ukraine War (com)
  5. The podcast bros who helped put Trump back in the White House (ft)
  6. ‘Leveraged to the hilt’: PE-backed firms hit by wave of bankruptcies (ft)
  7. How Canada Goose went from making Antarctic outerwear to selling luxury status symbols, and where it goes from here (businessinsider)
  8. 10 Best Cheap Stocks to Buy Under $10 (morningstar)
  9. The Cheat Sheet on Trump’s First Week (nytimes)
  10. 2021-2024 Textbook 4-Year Cycle in The Books (jeffhirsch)
  11. Javier Milei’s free-market shock therapy to transform Argentina’s economy gets huge endorsement as sudden growth rebound seen (fortune)
  12. How (un)popular is China’s Communist Party? (economist)
  13. The 18 Best New Supercars of 2025 (robbreport)

Be in the know. 22 key reads for Saturday…

  1. Dollar falls after Trump hints at softer stance on China tariffs (ft)
  2. Dollar Posts Worst Week in 14 Months as Tariff Risks Subside (boomberg)
  3. Diageo Weighs Options for Guinness in Portfolio Review (bloomberg)
  4. Will the Chinese Consumer Finally Start Spending? (bloomberg)
  5. Beacon Roofing Seeks Potential Rivals to QXO Takeover Bid (bloomberg)
  6. Dollar Posts Worst Week in 14 Months as Tariff Risks Subside
  7. Home Sales Had Their Worst Year Since 1995. There May Be a Silver Lining. (barrons)
  8. American Express Earnings Show Its Card Members Keep Spending. Why the Stock Is Falling. (barrons)
  9. Mid-Cap Stocks Have Been in the Shadows. Why 2025 Could Be Their Year. (barrons)
  10. Why Donald Trump Is Racing So Fast to Remake America (wsj)
  11. Beijing Signals Readiness to Talk to Trump’s Team, Even Old Foes (wsj)
  12. Burberry Sees Positive Signs as Turnaround Plan Continues (wsj)
  13. Trump Unleashes Surprise Global Rally by Backing Off Key Promise (bloomberg)
  14. China Welcomes Back Hollywood Films in Bid to Boost Spending (bloomberg)
  15. AI-Driven Power Boom Will Drive Demand 38% Higher on Top US Grid (bloomberg)
  16. AI, Stargate and China Were the Talk of Davos (bloomberg)
  17. Why the Stock Market Might Be at Peak Concentration Risk (bloomberg)
  18. AmEx CFO says spending picked up at year-end, thanks to millennials and Gen Z (cnbc)
  19. Stock Investors Like Trump 2.0 (wsj)
  20. US stocks at most expensive relative to bonds since dotcom era (ft)
  21. Beijing tells insurers to buy more Chinese stocks (ft)
  22. Why Boeing’s stock isn’t tumbling, even after an ‘eye-watering’ loss warning (marketwatch)